Special edition 200th episode where Andy shares some of his observations about the financial services industry from his time working in it: Creating good and consistent content is hard to do and do well ( 9:32 )A lot of content is just clickbait to get your views and/or advertise something to you, and not actually good content ( 13:15 )Personal finance is a lot more personal than it is finance ( 17:40 )The vast majority (all?) of long-term retirement planning is ultimately just a lot of educa...
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#202 – Guest host Mark Rosinski discusses Treasury obligation interest, basis in inherited IRAs, RMD aggregation rules, doubling up contributions to 457 plans, and ways to invest during the Social Security delay period
#201 - Q&A edition...A.I. and financial planning, the "withhold and replace" method of paying taxes, step DOWN in basis, TIPS ladders and MORE!
#199 - "Hot topics" edition...Andy and Jonathan Vance talk about opportunities in the current market environment, 2026 tax updates, questions to ask advisors and MORE!
#198 - Whether to take a pension as a lump sum or monthly payments
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